Job Summary
The Financial Planning Team's goal is to be an extension of our Member Offices' individual on-site teams and / or a reliable 3rd party consulting team to assist advisors with their financial planning needs.
In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary financial planning processes as well as general financial planning conversations.
As a Financial Planner your primary role is to assist senior team members and / or Member Office financial professionals across the country with the day-to-day workflow of financial planning cases and research.
Essential Functions and Responsibilities
- Manage the financial planning queue by analyzing client facts, modeling cash flows, developing recommendations via Valmark’s insurance agency, broker-dealer, and RIA.
- Assist senior team members with case set up and annual revisions.
- Serve as an insurance / annuity carrier liaison for Valmark Member Offices to ensure accurate and complete information about the product(s) being recommended.
- Establish relationships with Valmark Member Offices to thoroughly understand advisor preferences and client needs.
- Assist in conducting industry research used to develop tools, resources, and marketing materials (e.g., presentations, white-papers, video, etc.).
- Develop a working (or expand your existing) knowledge of financial planning topics such as retirement planning, estate planning, and insurance.
Core Competencies
- Strong computer and Microsoft Office skills (emphasis on Excel & Outlook)
- Customer service and relationship building skills (phone, video, & in-person)
- Strong oral and written communication skills
- Adapt in a fast-paced environment
- Respond to time-sensitive requests
- Ability to prioritize and organize multiple tasks
Supervisory Responsibility
Not responsible for supervising employees.
Required Education and Experience
- High School Diploma or GED
- Bachelor’s Degree
Preferred Education and Experience
- 2-4 years of industry experience
- CFP® Professional, or willingness to obtain
- FINRA Series 7, or willingness to obtain
- Ohio Life and Health Insurance License, or willingness to obtain
Physical Demands
This is a largely sedentary role.
Position Type and Expected Hours of Work
Days and typical hours of work are Monday through Friday, 9 : 00 a.m. to 5 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status.
The position may require occasional local travel.
Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position.
This job description is not an employment contract, implied or otherwise. The employment relationship remains at-will .
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